HMRC identifies four groups of people who may have to…

HMRC identifies four groups of people who may have to file Self Assessment tax return for first time

HM Revenue and Customs (HMRC) is reminding customers who need to complete a tax return for the 2021 to 2022 tax year to let them know by Wednesday October 5, 2022. HMRC has said customers can do this by registering for Self Assessment.

However, before people can complete their first tax return, they need to register with HMRC to receive their Unique Taxpayer Reference (UTR) - a return cannot be filed without this. The tax return deadline for the 2021 to 2022 tax year is October 31, 2022 for those completed on paper forms, and January 31, 2023 for online returns.

HMRC is encouraging customers to plan ahead to give themselves the best chance to complete their Self Assessment on time. Customers who file early will benefit from knowing what they owe, allowing them to budget and pay at a time that suits them and if they are due a refund, they could get it back quicker.

Myrtle Lloyd, HMRC’s Director General for Customer Services, said: “By registering early, Self Assessment customers will have plenty of time to prepare and access all the help available to them before they start their first tax return.”

Ms Lloyd added that help and support is available to anyone completing a Self Assessment return.

Customers can check if they need to complete a tax return by using the free online tool on GOV.UK, here.

Four groups of people who may have to pay tax

People who are new to Self Assessment for the 2021 to 2022 tax year may include:

those who are newly self-employed and earned more than £1,000
a new partner in a business partnership
those who have received any untaxed income
those claiming Child Benefit but they or their partner have an income above £50,000

Self-employed customers must also register for Class 2 National Insurance contributions.

The easiest way to complete a tax return is online. Once a customer is registered for Self Assessment, they can use their UTR to access their tax return, as well as details of their income or earnings and other financial records.

Detailed information on what documents are needed for Self Assessment are on GOV.UK, here.

For people who have already filed their tax return but still need to pay any tax owed, they can find out more about the payment options on GOV.UK, here.

Customers can also make Self Assessment payments quickly and securely through the free HMRC app.

If anyone is worried about paying their tax bill, support is available on GOV.UK, for example if customers are unable to pay in full, they may be able to set up a monthly payment plan online if the tax owed is less than £30,000 - find out more here.

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HMRC identifies four groups of people who may have to file Self Assessment tax return for first time

Four groups of people who may have to pay tax

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